INVESTING IS MORE OF A "SCIENCE" AND LESS OF AN "ART"

INVESTING IS MORE OF A "SCIENCE" AND LESS OF AN "ART"

INVESTING IS MORE OF A "SCIENCE" AND LESS OF AN "ART"

Experience the power of diversification and market-linked portfolio creation that outperforms other asset classes

Fully automated online platform that provides you with digital financial advice and portfolio allocation in line with your risk profile

Personalized services covering all aspects of your investment journey - eKYC, periodic financial health checks to ascertain risk profile etc

Advantages of Mutual Funds

Diversification

Superior return


Expert Fund Managers

Liquidity & Tax efficiency


Wide range of products

Safety & transparency

Why you should own MF?

Empirical evidence suggests equities have outperformed other asset classes such as fixed deposit, gold, PPF, bonds, ULIP and real estate in the long term.


Mutual Fund is the best investment vehicle to own equity as it has consistently generated high return on investment through diversification.

Advantages of Robo Advisory

Hi, I am your trusted friend and financial co-pilot. Come let's make investment delightful!

Diversification

Unbiased advice


Simple & Jargon-free advisory

Follow Portfolio approach


Constant monitoring & re-balancing

Regular Hypothesis testing

How does our Metta Money work?

Metta Money works on the philosophy that "Same Size Does Not Fit For All". Every client is unique and therefore we use both "risk assessment" based on need/ability framework and his/her "experience and investment style" to create client's unique profile. Based on the risk profiling logic, we segment the clients into different risk buckets.


Our Robo-advisor also uses fund ranking and recommendation logics, developed by our expert panel having an average experience of over 13 years in the financial market. Depending on the market outlook, we endeavor to create the base portfolio mix and adjust it to take into account his/her risk and preferences to arrive at unique portfolio for our clients.

Other Services

Every year, you visit the doctor for your health check-up to ensure you remain in good health. Do you take similar care of your financial well-being? We are here to quickly tell you where you stand with your finances


Through this exercise, we will look for answers of the following questions

Are you saving enough?

Are you prepared for the rainy days?

Are your savings going into optimal investment products?

Have you prioritized your goal? Is it SMART (Specific, Measurable, Achievable, Realistic and Time bound)?


Are you planning to invest in mutual funds? Well, you can invest in mutual funds only if you are Know Your Customer (KYC) compliant. KYC is mandatory, regulatory and legal requirement for Mutual Funds investment.


We have partnered with one of the AMC to assist you in online KYC (eKYC) registration free of cost. Your eKYC registration process is without any strings attached and does not require you to buy any scheme of our partnering AMC for this service


Hence, KYC registration is a first step towards securing your financial future and is required to avail our services


Get KYC Registered